bandhan-midcap-fund-direct-g

Bandhan Midcap Fund - Direct (G)

  1. Equity
  2. Midcap
  • NAV as on Jul 11, 2025 ₹18
  • Total Returns 22.49% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
bandhan-midcap-fund-direct-g

Overview of Bandhan Midcap Fund - Direct (G)

  • Fund House
    Bandhan Midcap Fund
  • Fund Size
    ₹1,794 Cr
  • Expense Ratio
    0.58%
  • Benchmark
    BSE Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Aug 18, 2022
  • Lock-in period
    0
  • Exit Load
    1% - If redeemed/switched-out within 1 year from the date of allotment. Nil - If redeemed/switched-out after 1 year from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Bandhan Midcap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Bandhan Midcap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -0.72%
  • 17.13%
  • 1.67%
  • 1.06%
  • 0%
  • 0%

Category Average

  • 0.6%
  • 19.19%
  • 5.79%
  • 3.26%
  • 25.99%
  • 29.19%

Fund Asset Allocation

Top holdings

Top Sectors

  • Pharmaceuticals & Biotech
    8.94%
  • Industrial Products
    8.11%
  • Consumer Durables
    7.62%
  • Electrical Equipments
    7.5%
  • IT-Software
    6.58%
  • Debt
    6.26%

More about Bandhan Midcap Fund - Direct (G)

Bandhan Midcap Fund - Direct (G) is a mutual fund under the Midcap category, managed by Bandhan Mutual Fund. It was launched on 20 Dec 1999, and has been active for over 26 years. As of 30 Jun 2025 the fund manages assets worth ₹1,794 Crores. The expense ratio is 0.58%.

This fund generated returns of 1.06% in the last 1 year. Since its inception, it has provided an average annual return of 22.49%.

The fund's investments are mainly concentrated in sectors like Pharmaceuticals & Biotech, Industrial Products, Consumer Durables, Electrical Equipments and IT-Software.

The top five holdings in this fund include prominent companies such as Trent, Prestige Estates, Persistent Sys, Cash & Bank Balance and Kaynes Tech.

Fund Managers

  • Gaurav Satra
  • Ritika Behera
  • Ritu Modi
  • Harshal Joshi

Investment Objective

The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of mid cap segment. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.

bandhan-midcap-fund-direct-g

Frequently Asked Questions about Bandhan Midcap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.

  2. Should I invest in {{fund_type}}?

    Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.

  3. How long should I stay invested in {{fund_type}}?

    At least three to five years is ideal to benefit from the growth of mid-sized companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but holding for several years can help you maximize returns.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios can range from 1% to 2%, reflecting the cost of active management.

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